Money Roots

Amy Irvine
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Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts. In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered. Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially! Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

  1. HACE 4 DÍAS

    Discovering True Wealth: Defining "Enough" in Your Financial Journey

    About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to fostering authentic money conversations that align with clients' personal goals. Amy has built a career around helping individuals define and achieve their concept of "true wealth," emphasizing financial literacy, personal insight, and strategic planning tailored uniquely to each client. Her collaboration with Money Quotient has further solidified her expertise in creating meaningful financial strategies. Episode Summary:In this enlightening episode of Money Roots, Amy Irvine delves into the concept of "true wealth" and challenges the common perception of wealth being synonymous with material riches. Through her experiences, particularly a personal revelation during a hiking trip in the Adirondacks, Amy illustrates how determining what "enough" means is crucial for financial and personal well-being. She emphasizes the importance of identifying one's own tree line, the point where personal satisfaction equates to true wealth beyond the accumulation of material possessions. Amy further explores the obstacles to financial freedom, citing incorrect money messages and lack of financial literacy as major hindrances. The episode underscores the significance of understanding personal money beliefs—often rooted in childhood experiences and societal influences—and encourages listeners to seek proper financial education. Amy suggests practical exercises and resources that can help listeners gain deeper personal insights and improve financial literacy. The episode also touches on the role of financial security in offering life options, stressing that real wealth is in aligning financial resources with personal values and life goals. Key Takeaways:Defining True Wealth: True wealth is about recognizing and appreciating when you have enough, not merely the accumulation of more.Money Quotient Partnership: Rooted Planning Group uses tools from Money Quotient to help clients align financial strategies with personal values.Financial Freedom Obstacles: Identifying and overcoming common roadblocks such as misleading money beliefs and a lack of financial education is essential.Influences on Money Beliefs: Personal financial values are heavily influenced by childhood experiences and societal norms.Financial Literacy Exercises: Engaging in thought-provoking exercises can provide valuable personal insights and enhance financial knowledge. Notable Quotes:"Everybody has that moment that they're like, yeah, this is enough. I don't need any more.""Our culture has it at its core, the idea that more is better. Yet the underlying qualities that truly affect happiness are not advanced one wit by having more material things.""True wealth is you've realized when your time is where you want it to be, your energy is where you want it to be, and the money that is needed towards reaching those goals is enough for you.""Listening to the wrong money messages and lack of financial literacy are the two main obstacles to financial freedom.""Money can buy options, and that's something that's really important." Resources:Rooted Planning GroupMoney Quotient"Everything You Know About Money is Wrong" by Karen Ramsey Listeners are encouraged to dive into the full episode for more in-depth discussions and insights...

    14 min

  2. 17 SEP

    Healing Your Relationship with Money: A Conversation with Jaelyn Vickery

    About the Guest(s):Jaelyn Vickery is the founder of Dimensional Wealth, and the host of the F3 podcast, which stands for Financial Fitness Finesse. She is a licensed clinical therapist as well as a renowned financial therapist. Jaelyn has excelled in connecting the sometimes-complicated dots between food and finance, with a particular focus on consumer psychology. With a background as a collegiate athlete, Jaelyn combines her experiences in mental health and financial management to help clients explore their consumption patterns and emotional relationships with money. Her passion includes guiding people through the ‘C3 Cycle’—compulsion, consumption, and control—a method she developed to help individuals navigate their financial and emotional landscapes. Facebook Instagram LinkedIn Episode Summary:Dive into an enriching conversation on Money Roots with Amy Irvine as she talks with Jaelyn Vickery, a multi-faceted expert in the field of financial therapy and mental health. As a founder of Dimensional Wealth, Jaelyn enlightens listeners on the intriguing intersection between food and finance, and how consumer psychology plays a crucial role in daily decision-making. With insights into both individual and collective financial behaviors, this episode will spark revelations on how listeners perceive and interact with money in their lives. Jaelyn Vickery delves into key aspects of her methodologies such as the ‘5 Reps to Wealth’ to help achieve total well-being. Her approach incorporates the various dimensions of wellness, using them as tools to manage both financial and emotional challenges efficiently. From the importance of pausing to assess personal goals to understanding how emotions translate into financial decisions, this episode is packed with insights. Learn how the principles of financial therapy can support healthier money habits and emotional stability in culturally driven consumer societies. Key Takeaways:Connection Between Food and Finance: Jaelyn draws parallels between food and finance, shedding light on how both aid in hitting pleasure points and are deeply embedded in survival instincts.5 Reps to Wealth Framework: This model incorporates eight dimensions of wellness, helping to create balance and abundance in one's personal and professional life.C3 Cycle: Understand the compulsion, consumption, and control cycle, which aids individuals in recognizing and transforming unhelpful consumption habits.Enoughism: Addresses the perpetual chase for more, illustrating the importance of defining ‘enough’ in personal and professional contexts.Therapeutic Collaboration: Discusses the synergy between financial therapists and advisors in addressing emotional and financial health. Notable Quotes:"Money is just emotions disguised as numbers.""Too often, we achieve so much on paper, but realize so many aspects of our lives have diminished.""Life is not basic... the human experience is abundant and beautiful.""What is right is actually within your own control of design.""Working with me, you'll learn how to find those moments of pause very quickly." Resources:Jaelyn Vickery's Website: JVIC.com - Find services, resources, and contact information.F3 Podcast - Hosted by Jaelyn,...

    41 min

  3. 3 SEP

    From Sharpie to Simplicity: Carl Richards redefining Money and Meaning, with Sketch's that foster Conversations

    Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just cardstock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money. Since then, Carl has become a Certified Financial Planner™, built and sold a successful investment firm, and spoken at financial and investment events worldwide—from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally. Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori. Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah. In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section—and you better believe there will be sketches (101 of them, to be exact). Pre-Order: Your Money: Reimagining Wealth in Simple Sketches When he’s not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah’s high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends. For information about Carl Richards speaking to your organization or appearing on your podcast, click here. TwitterInstagramLinkedIn Episode Summary:In this special episode of Money Roots, host Amy Irvine welcomes Carl Richards, also known as the Sketch Guy of the New York Times. The discussion centers around Carl's innovative new book, which serves as both a financial guide and conversation starter, featuring 101 insightful sketches and essays about personal finance. Through this medium, Carl aims to encourage meaningful dialogue about money—a subject often avoided yet deeply impactful in our personal lives. From his unconventional start in finance to becoming an influential voice in financial planning, Carl’s journey is a testament to reshaping how people perceive and engage with money. Throughout the conversation, Carl emphasizes the critical role of conversations in financial planning, advocating that understanding and clarity arise from dialogue. Amy and Carl delve into the book’s thematic sections, exploring how each segment—from...

    40 min

  4. 20 AGO

    Unbox Your Retirement: Balancing Learning, Work, and Leisure

    About the Guest(s):Amy Irvine is the host of the podcast "Money Roots" and is a seasoned expert specializing in financial planning. Amy is known for her down-to-earth approach, making money conversations relatable and rooted in personal goals. Her expertise lies in designing a fulfilling financial life, especially focusing on retirement planning that aligns with one’s personal and emotional well-being. With a mission to educate and simplify complex financial topics, she aims to empower individuals to take control of their financial future. Episode Summary:In this insightful episode of Money Roots, Amy Irvine delves into the intricacies of designing a fulfilling and meaningful life in retirement. Through an exploration of the traditional life phases of education, work, and retirement, Amy challenges listeners to think outside the box and consider a more integrated approach to their life's journey. Rooted in her financial expertise, she emphasizes the importance of lifelong learning, balanced living, and finding personal fulfillment beyond traditional career achievements. Throughout the episode, Amy highlights the essential need for continuous learning, meaningful work, and rewarding leisure activities, promoting a holistic approach to retirement preparation. She references Richard Bowles's concept of the 'three boxes of life' and incorporates insights from Dr. Phyllis Moen of the Cornell Retirement and Well-being Study. This discussion encourages listeners to unbox their lives, balancing different facets such as intellectual pursuits, work passion, and leisure activities that resonate personally, thus crafting a retirement that is both satisfying and joyous. Key Takeaways:Lifelong Learning: Retirement should be viewed as an opportunity for continued learning and personal growth, rather than a mere cessation of work.Unboxing Life: Traditional phases of education, work, and retirement can be more fulfilling when integrated and balanced throughout life.Personal Fulfillment: It's crucial to engage in activities during retirement that are personally meaningful and joyful, rather than just remaining busy.Purpose and Leisure: Retirement offers a unique chance to redefine what leisure means to you, emphasizing activities that feel like a 'mini-vacation.'Holistic Planning: Consider all aspects of life, including intellectual, work, and leisure pursuits, to achieve a balanced and rewarding retirement journey. Notable Quotes:"The blessings for which we hunger are not to be found in other places or people.""We have to learn to balance learning, work, and leisure in every stage of our lives.""For some people, that is an exciting prospect and for others, it's a very frightening one.""Make sure the things that you're doing not just in retirement obviously, but right now... are bringing meaning.""Retirement planning should be a lifelong regime rather than a later life concession." Resources:Cornell Retirement and Well-being Study: Insights by Dr. Phyllis Moen on planning a fulfilling retirement.Richard Bowles's Three Boxes of Life: A framework for understanding life phases. Tune in to the full episode to delve deeper into Amy Irvine's unique perspective on crafting a fulfilling and balanced retirement. Stay connected for more enriching content on "Money Roots," where we help you keep your finances grounded and your future growing.

    18 min

  5. 1 AGO

    Balancing Life and Finances for a Fulfilling Retirement

    About the Guest(s):Amy Irvine is a seasoned financial advisor and the host of the "Money Roots" podcast. As a passionate advocate for holistic retirement planning, Amy leverages her extensive experience in financial advising to offer practical insights and strategies. Her focus spans beyond traditional financial security, embracing a wide view of retirement that includes health, relationships, personal growth, and community. She is known for helping clients design fulfilling retirements that are balanced across all facets of life. Episode Summary:In the latest episode of "Money Roots," hosted by financial expert Amy Irvine, listeners are invited to explore the multifaceted nature of retirement planning. Amy emphasizes the importance of balance in designing a fulfilling retirement. Rather than focusing solely on financial security, Amy argues for a holistic approach that considers intellectual engagement, health, relationships, and personal growth. This episode is crucial for anyone preparing for retirement or reevaluating their current retirement lifestyle. Throughout this insightful episode, Amy discusses the "wheel of life" concept, encouraging her audience to set retirement goals across various aspects of life such as leisure, healthcare, personal growth, and community involvement. Key elements of a balanced retirement are dissected, providing listeners with a roadmap to assess and align their personal priorities. She emphasizes that retirement, being the longest vacation of one's life, should be meticulously planned to embrace a balanced and purposeful lifestyle. Key Takeaways:Holistic Retirement Planning: Retirement planning should encompass more than just financial security, factoring in health, relationships, personal growth, and intellectual pursuits.Wheel of Life Approach: Amy introduces the wheel of life, which allows individuals to evaluate their engagement in various life facets, ensuring a balanced approach to retirement.Setting Goals Across Life Facets: She stresses the importance of setting goals for intellectual engagement, productive pursuits, leisure, healthcare, and community involvement to ensure a fulfilling retirement experience.Personal Growth and Engagement: Retirement is an opportunity for continued personal growth and learning, vital for maintaining intellectual sharpness and life satisfaction.Redefining Retirement: Whether you are approaching or revisiting retirement, it’s important to visualize and define what this stage should look like for personal fulfillment. Notable Quotes:"Money can act as a tool for achieving goals in other areas of life, but financial security alone cannot bring about happiness.""Retirement is the longest vacation of our life. How do we want to spend that time?""Each part of your life contributes to the quality of the life that you experience.""It's time to reevaluate, not just your financial portfolio, but your life portfolio as well.""Visualizing retirement: What does retirement look like for you?" Resources:Retirement Visualization Worksheets: Amy provides listeners with worksheets to assist in visualizing their retirement goals.Visualize Your RetirementPersonal Insights about Life Balance Listen to the full episode to immerse yourself in the concept of balanced retirement planning and ensure your future is not only financially secure but also rich in personal fulfillment and growth....

    15 min

  6. 16 JUL

    Navigating Retirement Transitions: Embrace Resourcefulness, Resilience, and Renaissance Spirit

    About the Guest(s):Amy Irvine is a seasoned financial planner and host of the Money Roots podcast. She is the founder of Rooted Planning Group, where she offers comprehensive retirement and financial planning services. Amy is known for her approachable and relatable style, making complex financial concepts accessible to a broad audience. Her focus on aligning financial strategies with personal goals helps clients navigate significant life transitions effectively. Episode Summary:In this episode of Money Roots, hosted by Amy Irvine, the focus continues on retirement planning with part two of the Retirement Design series, exploring the crucial concepts of transition management. Amy discusses the "Three Rs of Successful Transitions": Resourcefulness, Resiliency, and Renaissance Spirit. These traits are essential for anyone navigating the uncertainties of retirement. The episode delves into how each of these traits can be developed and nurtured to facilitate a smooth shift into retirement. Amy emphasizes that retirement is not just a financial change, but a social and personal one as well. Key aspects like the creativity of resourcefulness, the adaptability of resilience, and the enthusiasm of a Renaissance spirit are explored in-depth, with examples of how they manifest in real-life scenarios. The episode is a valuable guide for preparing emotionally and mentally for retirement's complex landscape. Key Takeaways:The Three Rs: Understanding the essential traits of Resourcefulness, Resiliency, and Renaissance Spirit can help navigate life transitions, particularly retirement.Holistic Planning: Retirement planning involves more than just finances; social and personal aspects play critical roles.Real-life Applications: Examples and questions help listeners identify how they can apply these traits to past transitions and future planning.Change Adaptation: Emphasizes the importance of flexibility and openness to change as constants in retirement planning.Future Episodes: Hints at future discussions on balancing life during retirement transitions in upcoming episodes. Notable Quotes:"Resourcefulness is about making the most of what we have and always looking for effective and creative ways to reach goals.""Resiliency is the ability to bounce back from a loss, disappointment, or other difficult situations.""A Renaissance spirit involves having a zest for life and learning, with diverse and in-depth interests pursued with wonder, adventure, and fun.""Overcoming challenges and taking advantage of opportunities are key elements of a successful transition in retirement.""Change is the only constant in our lives, and how we respond to it will profoundly affect the decisions we make." Resources:Rooted Planning Group: Website For a deeper understanding of the important strategies discussed in this episode and how you can prepare for a fulfilling retirement, listen to the full discussion. Stay tuned for more insightful content from the Money Roots podcast series.

    16 min

  7. 25 JUN

    Designing Your Retirement: Aligning Life Goals with Financial Planning

    About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a dynamic organization focused on aligning financial planning with life goals. With extensive experience in financial advising, Amy has carved a niche for herself by integrating life design with financial strategy. A firm advocate for actionable and personalized financial planning, Amy is deeply involved with Money Quotient, where she assists individuals in bridging their life aspirations with their financial plans. She brings a wealth of knowledge and a unique perspective on retirement planning, promoting a holistic view that encompasses more than just financial stability. Episode Summary:Join Amy Irvine, the visionary CEO of Rooted Planning Group, in this engaging debut of the "Retirement Design" series on Money Roots. This episode lays the groundwork for understanding how life's design intersects with financial planning, particularly as one approaches retirement. By leveraging her expertise and the insights from Money Quotient, Amy guides listeners to view retirement as a life phase that requires thoughtful preparation, far beyond financial readiness. This episode sets out to redefine the traditional perceptions of retirement, encouraging both current retirees and younger listeners to envisage a fulfilling life post-retirement. The podcast episode delves into why planning for retirement needs to extend past monetary considerations. Amy Irvine shares statistics and demographics illustrating the longevity and societal shifts that beckon us to rethink retirement paradigms. One key assertion from Amy is that "life is about events supported by your dollars and cents." This episode of Money Roots is enriched with insights about retirement practice, longevity statistics, and transformative life in retirement. Amy introduces a guide/workbook for personal introspection on retirement, emphasizing the psychological transition into retirement as significantly as the financial aspect. Through her expert lens, Amy implores listeners to design their retirement life proactively, seeing it as a transition, rather than an end. Key Takeaways:Retirement should be designed proactively as a significant life transition, not merely a financial milestone.Life expectancy has increased significantly, influencing the need for a broader retirement strategy that includes social networks and active lifestyles.Practicing retirement in the year preceding actual retirement can aid in adjusting to new routines and discovering fulfilling activities.A higher emphasis on personal development and social connections can enhance life satisfaction more than financial gains alone.Retirement is a continuous design process, and individuals should remain flexible, allowing their plans to evolve and change as needed. Notable Quotes:"Life is about events supported by your dollars and cents.""The older you get, typically the longer your life expectancy is.""It's not just the size of your portfolio but the size of your social network that affects life satisfaction.""Retirement should be thought of as a major life transition deserving thought and preparation in all areas.""You get to design life in retirement...and you know what? It can change." Resources:Rooted Planning GroupMoney QuotientAARP Study: "Baby Boomers Look Forward to Toward Retirement" Stay tuned for more insightful episodes in the "Retirement Design" series on Money Roots, where Amy Irvine will continue to offer practical exercises and thought-provoking insights to design a fulfilling retirement. Don't miss out on the upcoming parts...

    16 min

  8. 11 JUN

    Empowering Women: Navigating Unique Retirement Planning Challenges

    About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm focused on providing personalized and strategic financial advice. With extensive experience in the financial sector, Amy has become a respected voice on issues related to retirement planning, particularly concerning the unique challenges faced by women. Her work emphasizes the importance of integrating financial goals with a client's holistic life vision. Episode Summary:In this episode of "Money Roots," Amy Irvine delves into the intricacies of retirement planning with a particular focus on women's unique financial challenges and opportunities. Speaking from her experience delivering a session at a women's conference, Amy addresses the disparities in planning for retirement between men and women, spotlighting the importance of early preparation and proactive strategy adjustment. With a compelling call for envisioning a financially free future, Amy intertwines practical advice with empowering insights. Throughout the episode, key topics include the gender pay gap's impact on savings, the significance of career breaks for caregiving, and the influence of longer life expectancies on financial planning for women. Discussions emphasize the importance of developing a comprehensive approach tailored to each stage of life—from young professionals to retirees and single women. Through data-driven observations, listeners are encouraged to rethink their approach to retirement by focusing on satisfaction, adaptability, and informed decision-making in financial strategies to ensure lasting security during retirement. Key Takeaways:Early engagement in retirement planning can alleviate uncertainty and ensure a financially secure future for women, who face unique career and financial challenges.Women should be acutely aware of the gender pay and savings gap that can compound over a lifetime, affecting their long-term financial health and retirement readiness.Utilizing a "Wheel of Life" to assess personal satisfaction across multiple life domains can guide effective planning towards a balanced and fulfilling retirement.Different stages of life, such as young professionals, established families, and retirees, demand tailored financial strategies and targeted goals to maximize benefits and safeguard savings.Women need to actively advocate for themselves in the workplace, recognizing and addressing factors like menopause and caregiving that may influence career progression and financial stability. Notable Quotes:"I've learned that making a living is not the same as making a life." – Amy Irvine"Retirement is one of the longest vacations of your life, so it's critical to address it early.""Women often face career breaks for caregiving, impacting both earnings and retirement savings.""Sit with the word retirement and think about what emotions it brings—excitement, restlessness, fear—all can be present together.""Women are great savers but often don't know what to do with the money. Investing wisely is key." Resources:Rooted Planning Group: Rooted Planning GroupMaya Angelou's quote on making a living versus making a life.The Wheel of Life tool from Money Quotient for personal satisfaction assessment. To gain in-depth insight into women's retirement planning and to learn practical strategies for various stages of financial life, tune in to this episode of "Money Roots." Stay updated with our podcast series for more enriching financial guidance and discussions. Links referenced in this episode: a href="https://moneyquotient.com" rel="noopener noreferrer"...

    24 min
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Welcome to "Money Roots," the podcast where personal finance becomes personal. Join host Amy Irvine, CEO of Rooted Planning Group, as she demystifies the world of finance and makes it approachable for everyone, from beginners to financial experts. In each episode, Amy and her guests dig deep into the financial soil, planting the seeds of financial knowledge and helping you nurture your financial future. Whether you're looking to build a solid budget, invest wisely, or plan for retirement, "Money Roots" has you covered. Get ready to explore practical advice, inspiring stories, and expert insights that will empower you to take control of your financial destiny. It's time to grow your money roots and thrive financially! Subscribe to "Money Roots" now and join Amy on this exciting journey to financial empowerment. Let's put down some roots and flourish together.

Información

  • Creador
    Amy Irvine
  • Años de actividad
    2017 - 2025
  • Episodios
    200
  • Clasificación
    Apto
  • Copyright
    © Copyright 2025 Amy Irvine
  • Mostrar sitio web
    Money Roots

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